Category Archives: Mergers & Acquisitions

(Prestonwood Country Club, Dallas, TX) – “2018 was a strong year for the market as a whole. Deal activity in the middle market saw an increase of about 15 percent in both volume and value from 2017. The outlook for economic activity and mergers and acquisitions for 2019 is strong, but there are warning signs…

After months of protracted wrangling, Congress delivered major tax reform with the passage of the “Tax Cuts and Jobs Act” (“Act”). Effective at the start of 2018, the Act includes tax breaks for individuals, as well as a massive tax cut for corporations and qualifying pass-through entities. There are always plenty of business and financial…

If you are looking for data and analysis about mergers & acquisitions in the energy sector, you may want to start with the January edition of Oil & Gas Financial Journal. This edition of OGFJ has three articles addressing the outlook for mergers and acquisitions in energy. Eric Swanson and Bryan Frederickson of Gulfstar Group…

In its latest newsletter, Pitchbook reports that there M&A transactions totaled $1.9 trillion. (Subscription required for full report). Although there was a dip in activity in the fourth quarter, the year’s total was still 21% higher than the sum of deals in 2014. Corporate Cash Coincidentally, an equal amount of corporate cash is still sitting…

According to New York Times’s Dealbook, Johnson Controls has agreed to merge with Tyco to redomicile from the United States to Ireland and thereby reduce its global tax bill. Corporate inversions have been in the IRS’s cross-hairs for some time. Recently, in November 2015, Treasury announced new rules intended to make corporate inversions more difficult.…